Estate Planning

Do you know what your family would face if something unexpected were to happen to you? If you don’t, the first step is to get informed about exactly “what would happen,” legally and financially, so you can decide if that’s acceptable to you.

To help you become informed, we conduct a free consultation and educational discussion. If you decide “what would happen” is unacceptable, and you wish to take the necessary steps to avoid it, together we will design an estate plan that will best suit the needs and goals of your family.

The foundation of many estate plans often includes a revocable living trust. One of the benefits of a revocable living trust is that when prepared correctly and properly maintained, your estate plan will help your family avoid the cost and delay of probate and minimize or eliminate estate taxes.

A revocable living trust can and should be tailored to your specific family situation and may include additional estate planning elements such as Kids Guardianship Planning, Healthcare Directives, and Powers of Attorney.

We take the time to get to know you, understand your family needs and goals, address your concerns, answer your questions, and educate you about your options. Our focus is two-fold: to help you determine the estate plan that is exactly right for you and your family; and ensure that your plan works precisely as you intend it.

If you’re ready to plan for life and ensure your loved ones will avoid potential conflict and the long probate court process, call us today to schedule a free consultation.